DAILY INSIGHTS & INTEL
Impacts of the Iran Conflict on Global PPE Supply Chains.
The Iran conflict has disrupted the Strait of Hormuz, one of the world's most critical energy choke points. Approximately 20% of global oil consumption and 84% of Hormuz crude oil flows destined for Asian markets.1
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Supply Chain Impact
Route Disrupted Resulting in Decreased Vessel Traffic
Transit Delays Expected but Steady at Present
Moderate Container Surcharge Increases
Limited Availability of NBR Supply
Rising Cost of Polypropylene Resin
Downstream Product Impact
Last Updated: March 26, 2026
This disruption is cascading into the global PPE supply chain, driving volatility in petrochemical-based raw materials like polypropylene and Nitrile Butadiene Rubber (NBR) while increasing costs and delays for finished goods due to higher energy prices and constrained shipping routes.
Gloves
- Limited availability of crude oil impacting NBR availability
- Manufacturers are sourcing NBR at highly elevated prices
- Risk of the need to cut output as of April 1st, limiting FG supply
- Cost of nitrile gloves expected to rise in the coming months
- Major distributors have already begun allocation with current customers
Gowns
- Supply of raw materials remains stable
- Resin prices increasing, translating to an increase in RM price
- Manufacturer production remains stable
- Anticipating market price adjustment due to RM cost
Masks
- Supply of raw materials remains stable
- Resin prices increasing, translating to an increase in RM price
- Manufacturer production remains stable
- Anticipating market price adjustment due to impact on production cost (vary by product)
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Sources & Disclaimers
1 U.S. Energy Information Administration (EIA). Amid regional conflict, the Strait of Hormuz remains critical oil chokepoint, EIA, eia.gov (accessed March 26, 2026)
2 Market supply constraints and price increases are based on current market data and supply chain indicators.
2 Market supply constraints and price increases are based on current market data and supply chain indicators.





















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